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<h1>Creating a document from a report</h1>
<p>You can quickly and easily create a document from an existing report. 
 The new document uses the report as the 
<a HREF="Changing_the_primary_dataset.htm">grouping 
 and sorting dataset</a>, which means that the document can be grouped 
 and sorted using fields from that dataset only. The report is added as 
 a 
<a HREF="Using_GG_in_documents.htm">Grid/Graph</a> in the Detail Header, 
 unless the report uses 
<a href="Using_pageby_on_a_document.htm">page-by</a>. 
 In that case, a new section is created within the Detail Header and the 
 Grid/Graph is placed there.</p>
<p>For information on how objects in a report are used in a document, see 
 the <span style="font-style: italic;"><I>MicroStrategy Report Services Document 
 Creation Guide</I></span>. </p>
<p><span style="font-weight: bold;"><B>Note</B></span>: You must save the report 
 before you create the document. </p>
<ul type="disc" class="whs1">
	
<li class=p><p>The Grid/Graph uses the same definition as the report, 
 although all embedded objects and derived metrics are removed from the 
 Grid/Graph.</p></li>
</ul>
<p>If you create the document in the Report Editor or Report Viewer, the 
 current view of the report is used as the definition of the Grid/Graph 
 in the document. For example, an attribute that is in the Report Objects 
 window but not on the report grid is not included in the Grid/Graph. </p>
<ul type="disc" class="whs1">
	
<li class=p><p>The View mode of the Grid/Graph is the same as the report-viewing 
 mode for the report. That is, a report that displays as a graph creates 
 a Grid/Graph displayed as a graph. The exception is a report that displays 
 as SQL, which is displayed as a grid in the document.</p></li>
	
<li class=p><p>All report formatting is duplicated in the Grid/Graph. 
 </p></li>
	
<li class=p><p>If the report has a view filter, it is applied to the 
 Grid/Graph.</p></li>
	
<li class=p><p>PDF Page Header and Footer information is duplicated 
 in the Page Header and Page Footer sections of the document. Any PDF macros 
 such as page number, user, and creation time are replaced by the corresponding 
 
<a HREF="Add_auto_text_codes.htm">auto text code</a> for documents.</p></li>
	
<li class=p><p>Any prompt answers that are stored in the report are 
 copied to the document. </p></li>
	
<li class=p><p>If 
<a HREF="Using_pageby_on_a_document.htm">page-by</a> 
 is applied to the report, the page fields are added as 
<a HREF="Grouping_data.htm">grouping 
 fields</a> on the document. </p></li>
	<ul type="square" class="whs2">
		
<li class=p><p>The current element for each of the page fields 
 in the report is set as the current element for each of the grouping fields 
 in the document. </p></li>
		
<li class=p><p>If a current element is not selected in the report, 
 the first group-by element, other than All, is used. This situation can 
 occur when the report was not executed before a document was created from 
 it; therefore an element was not selected for the page-by. It can also 
 occur if a subtotal is selected as the page-by in the report because documents 
 do not allow subtotals as grouping elements. </p></li>
		
<li class=p><p>If neither of the options above are possible, the 
 grouping field is set to All. </p></li>
	</ul>
</ul>
<p class="whs3">This situation can occur when the report 
 was not executed before a document was created from it; therefore an element 
 was not selected for the page-by. It can also occur if a subtotal is selected 
 as the page-by in the report because documents do not allow subtotals 
 as grouping elements. </p>
<ul type="disc" class="whs1">
	
<li class=p><p>If 
<a href="Using_pageby_on_a_document.htm">page-by</a> 
 is applied to the report, a 
<a HREF="Repeat_group_header.htm">group header 
 and footer</a> are added to the document. The group header contains a 
 text field displaying the attribute element values for the page-by/grouping 
 fields. <br>
&nbsp;</p></li>
</ul>
<h2>Prerequisite</h2>
<ul type="disc" class="whs1">
	
<li class=p><p>This procedure assumes you have created the report. 
 You must save the report before you create the document. For instructions 
 on creating and saving reports, see 
<a href="Creating_a_new_report.htm">Creating 
 a report</a> and 
<a href="Save_reports_and_objects.htm">Saving reports</a>.</p></li>
</ul>
<h2>To create a document from a report</h2>
<ol type="1" class="whs4">
	
<li class=p><p>Do one of the following:</p></li>
	<ul>
<li style="list-style: disc;" type=disc class=p><p>From a folder, 
 right-click a report, and then select <span style="font-weight: bold;"><B>Convert 
 to document</B></span>. </p></li>
	</ul>
</ol>
<ul type="disc" class="whs1">
	<ul type="disc" class="whs1">
		
<li class=p><p>In a report, select <span style="font-weight: bold;"><B>Convert 
 to document</B></span> from the <span style="font-weight: bold;"><B>Tools</B></span> 
 menu. The current view of the report is used as the definition of the 
 Grid/Graph. &nbsp;</p></li>
	</ul>
</ul>
<p class="whs3">The Document Editor opens, with the report 
 set as the grouping and sorting dataset and displayed as a Grid/Graph 
 in the Detail Header.</p>
<ol start="2" type="1" class="whs4">
	
<li class=p><p>Format or edit the Grid/Graph. For more information, 
 see 
<a href="Add_GG_to_documents.htm">Adding Grid/Graphs to documents</a>.</p></li>
	
<li class=p><p>Save the document by selecting <span style="font-weight: bold;"><B>Save</B></span> 
 from the <span style="font-weight: bold;"><B>Home</B></span> menu.</p></li>
</ol>
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